Some interesting analysis from Mat Piscatella about the state of the industry.
- Exclusives aren’t driving console purchases anymore, as evidenced by Forza Horizon 5 most of all.
- Nintendo would likely benefit from this too, but they’re unlikely to do so anytime soon.
- It’s too early to predict any sort of success for Switch 2, as the numbers they’re seeing right now may be little more than the supply being great enough to reach their biggest fans.
- Overall demand for gaming hasn’t gone down and has stabilized. Those dollars won’t be distributed evenly, but the enthusiasts are showing up.
As a PC player I wholeheartedly welcome the demise of exclusives, but are the strategies toward them really changing? Near as I can tell it’s only microsoft that’s pivoting, and that’s probably because they have to. Sony is sticking to their strategy of the past few years of delayed PC releases, and nintendo does what nintendo does - keeps everything in-house and sues everyone.
This may just be me, but I see delayed exclusives as basically being equivalent to multiplatform releases. Especially for single-player games.
Sony just released Helldivers 2 on Xbox, and their delayed PC releases are because of exactly the phenomenon that Piscatella concludes here: people are perfectly content to wait for these games to come to the platform of their preference rather than get invested in another one.